- Singapore
Full Time Personal Finance Executive Jobs, Salary up to SGD 4,200 in Placement Professionals - Maukerja
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Job Description
Responsibilities
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456) on
WhatsApp
+*************
or email
*************
I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.
*************
NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.
Overview
This role is for a Personal Finance Executive with a leading bank in Singapore, supporting both retail and premier clients. The position focuses on acquiring and managing high-net-worth and qualified depositor clients, driving business growth through active engagement, and delivering quality service while meeting regulatory standards.
Key Responsibilities
Source and onboard high-net-worth and qualified depositor clients through outreach, meetings, and networking
Manage account opening processes, including KYC and regulatory documentation
Cross-sell banking products such as remittances, home loans, and other financial services
Maintain client relationships and ensure efficient handling of transactions and enquiries
Resolve client issues promptly to reduce risk and improve satisfaction
Ensure adherence to KYC, AML/CFT, and internal compliance requirements
Work with internal teams and support additional initiatives as assigned
Requirements
A diploma in any discipline
Good understanding of retail banking products and services
Strong communication and relationship management skills
A customer-focused approach with the ability to build trust
Self-motivation and the ability to work independently and in a team
High standards of professionalism, integrity, and ethics
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.
Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.
Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.
Leong Jia Wei
(Reg No: R25157456) on
+*************
or email
*************
I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.
*************
NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.
Overview
This role is for a Personal Finance Executive with a leading bank in Singapore, supporting both retail and premier clients. The position focuses on acquiring and managing high-net-worth and qualified depositor clients, driving business growth through active engagement, and delivering quality service while meeting regulatory standards.
Key Responsibilities
Source and onboard high-net-worth and qualified depositor clients through outreach, meetings, and networking
Manage account opening processes, including KYC and regulatory documentation
Cross-sell banking products such as remittances, home loans, and other financial services
Maintain client relationships and ensure efficient handling of transactions and enquiries
Resolve client issues promptly to reduce risk and improve satisfaction
Ensure adherence to KYC, AML/CFT, and internal compliance requirements
Work with internal teams and support additional initiatives as assigned
Requirements
A diploma in any discipline
Good understanding of retail banking products and services
Strong communication and relationship management skills
A customer-focused approach with the ability to build trust
Self-motivation and the ability to work independently and in a team
High standards of professionalism, integrity, and ethics
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.
Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.
Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.
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